Ryse – Operational CRM & Workflow Orchestration for Microsoft Dynamics 365

Overview

Ryse is an operational CRM and workflow orchestration platform designed to work alongside Microsoft Dynamics 365 to support end-to-end customer lifecycle execution.

Dynamics 365 remains the system of record for customer, sales, and service data. Ryse complements this foundation by extending CRM data into operational workflows, execution tracking, cross-system coordination, and customer communications.

Ryse can be deployed as a standalone operational CRM or as part of a Dynamics-centric architecture, integrating with Microsoft technologies, third-party platforms, and the Illuminate SaaS ecosystem.

Solution Overview

Ryse provides a shared operational layer connecting sales, service, and operations teams.

• Sales-to-service and fulfillment handover
• Post-sales customer engagement and execution tracking
• Operational task management and ownership visibility
• Cross-system workflow orchestration
• Centralized customer communications via a unified inbox
  
  

The platform is highly configurable, enabling partners to adapt workflows and integrations without heavy custom development.

Dynamics 365 Partner Use Cases

• Extending CRM into post-sales and operational execution
• Coordinating customer communications across teams
• Orchestrating workflows across CRM, ERP, and third-party systems
• Supporting contact centers with a unified communication inbox
• Delivering industry solutions while keeping Dynamics environments clean
  
  

Key Capabilities

Sales & Pre-Sales Operations

• Lead, account, and contact coordination
• Activity and interaction tracking
• Opportunity collaboration and follow-ups
• Task automation and reminders
  
  

Sales-to-Operations Continuity

• Structured transition from sales to service or delivery
• Shared customer context across teams
• Clear ownership throughout the lifecycle
  
  

Post-Sales & Service Operations

• Service request and ticket coordination
• SLA monitoring and escalation workflows
• Operational task assignment and tracking
• Centralized execution and service history
• Unified social inbox across messaging channels
  
  

Ryse supports communication channels such as WhatsApp and Telegram, allowing organizations to maintain a complete, centralized customer communication record.

Built for Microsoft Dynamics 365

• Dynamics 365 remains the authoritative system of record
• Ryse provides an operational execution and communication layer
• Supports Dynamics 365 Sales, Customer Service, and Business Central
• Integrates with Power Platform, Azure services, and Microsoft Entra ID
  
  

Integration Examples

• ERP systems including Business Central, SAP, Oracle, and legacy platforms
• Warehouse, logistics, and transport systems
• POS and B2B commerce platforms
• Finance, billing, and accounting systems
• Communication platforms and custom applications via APIs
  
  

Illuminate Application Ecosystem

• Flow OMS: Order visibility and fulfillment coordination
• Depot WMS: Warehouse execution and dispatch tracking
• Cargo TMS: Delivery and shipment visibility
• Kart POS: B2B ordering linked to CRM profiles
• Tagz: Asset tracking and service scheduling
  
  

Who Ryse Is For

• Microsoft Dynamics 365 partners and resellers
• System integrators delivering operational solutions
• Organizations managing complex customer lifecycles
• Service and contact center teams
  
  

Business Benefits

• Extended customer lifecycle visibility
• Centralized customer communications
• Improved coordination across teams
• Higher CRM adoption by operational users
• Increased return on Dynamics 365 investments
  
  

Summary

Ryse – Operational CRM by Illuminate extends Microsoft Dynamics 365 with execution-focused workflows, service coordination, and centralized customer communications.

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